Import Purchase from External File (Excel/Text)

YouTube: Import Purchase Voucher from External file (Excel / Text)

📥 Importing Purchase Vouchers in Logic ERP

In this tutorial, we’ll show you how Logic ERP makes it easy to import purchase vouchers from external files. 🧾✨ Importing vouchers properly is essential for maintaining ✅ accurate financial records and 📊 seamless operations.

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🪜 Step-by-Step Guide

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🔓 Access Import Option

1. Expand the Utilities menu 🛠️

2. Select Import Masters/Transactions from External Files.

3. Click on Import Purchase Vouchers from External File option 📂 This is your starting point to bring external data into Logic ERP.

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🧰 Prepare for Data Import

🗂️ Select Configuration and File

• Choose the correct configuration for the import. This setup determines how the data from the file will map to the ERP system. 🧠

• Use the Browse option to select your Excel file 📄 that contains your purchase vouchers data.

• Click Refresh 🔄 to load the most recent data—helps minimizing errors due to outdated information.

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✅ Data Validation

Validate the data being imported:

• Make sure the "Invalid Doc" column says "No" 🚫📄 (This means there are no bad entries!)

• Check if the build details appear correctly under the header details grid. 🔍 Correct mapping = smooth import!

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🧾 Supplier and Voucher Details

• Enter the Supplier Name 👤 to link the voucher correctly.

• Fill in all required purchase details as per the ERP system. 💬

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💾 Saving and Reviewing Entries

• If you spot invalid items, review and correct them before proceeding ⚠️.

• If everything looks good ✅, click Save Bill to finalize the import 💾.

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🔍 Verification of Purchase Entry

• Verify that the purchase voucher has been saved correctly within the system.

• Search for the voucher you just saved. 🔎

• Cross-check all fields to ensure accuracy. 🧾✔️

• Need to make changes? Click on Modify 🛠️ button to update purchase details.

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🎯 Wrap-Up

By following these steps, you can efficiently and accurately import purchase vouchers into Logic ERP. It’s a great way to keep your financial records 📚 clean, consistent, and compliant!